Original filing (PDF)20250214095226NAL0047344402001

JPMORGAN CHASE BANK, N.A.

Name: JPMORGAN CHASE BANK, N.A. — COMMINGLED PENSION TRUST FUND (GLOBAL FOCUS) OF JPMORGAN CHASE BANK, N.A., Form 5500 (2024)
Creator: JPMORGAN CHASE BANK, N.A.

Form 5500

FILING_RECEIVED

COMMINGLED PENSION TRUST FUND (GLOBAL FOCUS) OF JPMORGAN CHASE BANK, N.A.

Employee benefit plan

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$874K

Net assets (EOY)

$790K

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

100

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 65% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

100

Plan health

n/a

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JPMORGAN CHASE BANK, N.A..

Plan sponsor

Name

JPMORGAN CHASE BANK, N.A.

EIN

27-2013198

Address

277 PARK AVENUE · NEW YORK, NY · 10172

Phone

(212) 648-0846

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2023-05-01

Tax period

2024-04-30

Filed

2025-02-14

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $123K(14% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.